CIK: 0001655095
申告総資産額
$6754.1万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MIC2EUR | Macquarie Infrastructure Hol | 株式-その他 | 7.85% | — | +7.99% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.35% | — | +2.24% | |
| 3 | IR | Ingersoll-rand PLC | 株式-資本財 | 6.29% | — | — | |
| 4 | ✓ | Fleetmatics Group PLC | 株式-その他 | 6.28% | — | +274.66% | |
| 5 | AOS | Smith (a.o.) CORP | 株式-資本財 | 5.70% | — | -1.44% | |
| 6 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 5.41% | — | -2.26% | |
| 7 | WTS | Watts Water Technologies-a | 株式-資本財 | 5.10% | — | -1.10% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 5.01% | — | — | |
| 9 | ROP | Roper Technologies INC | 株式-IT | 4.98% | +0.09% | -1.06% | |
| 10 | RSG | Republic Services INC | 株式-資本財 | 4.91% | — | +69.44% | |
| 11 | DY | Dycom Industries INC | 株式-資本財 | 4.86% | +2.20% | -23.72% | |
| 12 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 4.83% | -2.08% | EXIT | |
| 13 | WCN | Waste Connections INC | 株式-資本財 | 4.61% | +2.92% | — | |
| 14 | LII | Lennox International INC | 株式-資本財 | 4.38% | — | — | |
| 15 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 4.27% | — | — | |
| 16 | ECL | Ecolab INC | 株式-素材 | 4.25% | — | — | |
| 17 | XYL | Xylem INC | 株式-資本財 | 3.42% | — | -8.61% | |
| 18 | GVA | Granite Construction INC | 株式-資本財 | 3.15% | — | — | |
| 19 | IEX | Idex CORP | 株式-資本財 | 2.78% | — | -16.83% | |
| 20 | SRCLEUR | Stericycle INC | 株式-その他 | 2.59% | — | — | |
| 21 | GLOP-PC | GasLog Partners LP | 株式-その他 | 1.61% | — | -55.92% | |
| 22 | ✓ | Whole Foods Mkt INC | 株式-その他 | 1.38% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Fleetmatics Group PLC | +4.5% | +274.66% | 増加 |
| 2 | RSG | Republic Services INC | +1.9% | +69.44% | 増加 |
| 3 | MIC2EUR | Macquarie Infrastructure Hol | +0.5% | +7.99% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.3% | +2.24% | 増加 |
| 5 | AOS | Smith (a.o.) CORP | +0.1% | -1.44% | 減少 |
| 6 | MWA | Mueller Water Products Inc-a | +0.1% | -2.26% | 減少 |
| 7 | HASI | Ha Sustainable Infrastructur | 0% | — | 変化なし |
| 8 | ECL | Ecolab INC | -0.2% | — | 変化なし |
| 9 | DHR | Danaher CORP | -0.2% | — | 変化なし |
| 10 | LII | Lennox International INC | -0.2% | — | 変化なし |
| 11 | DY | Dycom Industries INC | -0.3% | -23.72% | 減少 |
| 12 | WTS | Watts Water Technologies-a | -0.3% | -1.10% | 減少 |
| 13 | XYL | Xylem INC | -0.4% | -8.61% | 減少 |
| 14 | IR | Ingersoll-rand PLC | -0.5% | — | 変化なし |
| 15 | IEX | Idex CORP | -1% | -16.83% | 減少 |
| 16 | ROP | Roper Technologies INC | -1% | -1.06% | 減少 |
| 17 | GLOP-PC | GasLog Partners LP | -1.5% | -55.92% | 減少 |
| 18 | AYI | Acuity INC | — | EXIT | 全売却 |
| 19 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 20 | WCN | Waste Connections INC | — | NEW | 新規購入 |
| 21 | WCN | Waste Connections, Inc. | — | EXIT | 全売却 |
| 22 | UNP | Union Pacific CORP | — | EXIT | 全売却 |
| 23 | GVA | Granite Construction INC | — | NEW | 新規購入 |
| 24 | SPWRQ | Sunpower CORP | — | EXIT | 全売却 |
| 25 | SRCLEUR | Stericycle INC | — | NEW | 新規購入 |
| 26 | ✓ | Whole Foods Mkt INC | — | NEW | 新規購入 |
| 27 | GBX | Greenbrier Companies INC | — | EXIT | 全売却 |
| 28 | ✓ | 8point3 Energy Partners LP | — | EXIT | 全売却 |